11/03/2022
Credit Suisse Risk Chief Lures Ex-Colleagues from Goldman
Another new hire from Goldman is Craig Bricker, who is expected to take control of a new risk analysis and resolution group
Executive Moves
11/03/2022
GAM strengthens Japan equities team
Goro joined the firm on 1 November 2022 and is based at GAM's Tokyo office, ensuring proximity to the market and clients.
11/03/2022
Crestbridge appoints family office services Director
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
11/03/2022
Rahul Agarwal joins SS&C
In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.
11/02/2022
Global Advisory Board to advise Deutsche Bank on key trends in business and politics
The Management Board has appointed Paul Achleitner
11/02/2022
Liontrust veteran joins Evan-Cook’s new Downing funds
Alex Paget will join Downing Fund Managers in January from Liontrust Asset Management, where he was formerly head of client investment strategy.
11/02/2022
Peregrine Wealth announces internal promotion
In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.
11/02/2022
Ares Wealth Management Solutions Expands Team and Global Footprint Mark Serocold Joins Firm to Lead EMEA Efforts
Mr. Serocold Joins Ares with Over 20 Years of Private Wealth Distribution Experience Across Europe and Asia to Support Rapidly Growing Base of Global Individual Investors
11/02/2022
Morgan Stanley Wealth Management boss Ian Chambers to retire
It is understood Chambers, head of Morgan Stanley Wealth Management for Australia, is on leave and is set to retire from the bank as early as next week.
11/01/2022
EFG International announces changes to Board of Directors and to leadership team
She will succeed Steven
11/01/2022
Securities firm 'Reuss Private' with changes in the management team and the board of directors – Roman Neff new CEO
The Board of Directors of Reuss Private AG has appointed Roman Neff, former member of the Executive Board and CRO, as Chairman of the Executive Board.
11/01/2022
Brooks Macdonald International promotes two
In his new role, Jonathan will work with senior colleagues in the International business investment team to support the firm’s growth plans.
11/01/2022
Credit Suisse Loses Key Executive Within Private Bank
The senior executive was promoted to head of financing and products across wealth management globally less than a year ago
11/01/2022
Cyrill Moser becomes partner and head of provider management at ZWEI Wealth
At ZWEI Wealth, as Head of Provider Management, he is responsible for working with banks, asset managers and other providers of wealth management services.
11/01/2022
M&G Wealth appoints former Sesame Bankhall boss as advice CEO
The new scheme is just one way M&G Wealth intends to hit a target of 1,000 advisers by 2025.
10/31/2022
SJP appoints new director amid board shake-up
He joins from multinational insurance company Marsh & McLennan.
10/31/2022
Lombard Odier Names Sucessor to Asia CIO
He will be replaced by Yankai Shao as head of investment solutions for Asia after relocating from Geneva, effective November 1.
10/31/2022
Fidelity poaches Abrdn's sustainability boss for multi-asset expansion
Julie-Ann Ashcroft joins Fidelity International from Abrdn where she will work as a portfolio manager focused on building the firm's sustainability framework.
10/28/2022
Aldermore announces appointments in Asset Finance team
Simon has previously held roles at Lombard, ING, BLME and ABN AMRO, where he notably was responsible for building and managing a UK lease and wholesale portfolio in excess of £1bn.
10/28/2022
GoldenTree Asset Management Announces Kathy Sutherland as the Firm’s First Chief Executive Officer (CEO)
Sutherland will continue serving as a Partner and a member of the firm’s Executive Committee.